Workflow
Eli Lilly flies the pharma flag in tech-heavy $1tn market cap club
Yahoo Finance· 2025-11-25 00:59
Eli Lilly’s market capitalisation hit the $1tn mark in the past week, becoming the first healthcare company in the world to join the exclusive club dominated by technology companies. Buoyed by unprecedented demand for its weight loss drugs, the US drugmaker hit the trillion-dollar mark for the total value of its shares on 21 November. Share price in Lilly closed at $1,059.70 on 21 November, reflecting a 27% increase since January 2025. By trading at market open 24 November, share prices retreated slightl ...
Kohl's names Michael Bender permanent CEO following leadership scandal: ‘Problems are so deep'
New York Post· 2025-11-25 00:59
Kohl’s on Monday named retail veteran Michael Bender as its permanent CEO, tasking an insider to lead a turnaround after years of sliding sales and shrinking profit amid churn at the top.Bender, appointed interim chief in May after Kohl’s fired former CEO Ashley Buchanan, will have to reverse several quarters of declining sales as the department-store operator struggled with strategic missteps and intense competition from online and off-price retailers.Shares of the company, which have more than doubled sin ...
Six Flags Names John Reilly President, CEO
WSJ· 2025-11-25 00:58
Six Flags Entertainment has hired John Reilly as the amusement-park operator's new president and chief executive. ...
3 Hotel Stocks Worth Watching Despite Industry Pressure
ZACKS· 2025-11-25 00:56
行业核心观点 - 酒店与汽车旅馆行业正面临经济不确定性、劳动力短缺和工资上涨以及入住率和每间可用客房收入下滑的挑战 [1] - 行业参与者正通过扩大投资组合、物业转换、建立合作伙伴关系和加强忠诚度计划等增长策略应对挑战 [1] - 行业整体前景黯淡,但万豪国际、希尔顿全球控股和精选国际酒店等公司有望从上述趋势中受益 [1] 行业描述 - 行业公司业务包括拥有、租赁、管理、开发和特许经营酒店,部分公司也涉及度假所有权和交换业务 [2] - 部分参与者拥有、建造和运营度假村,或开发小屋和移动住宿设施,为长期和临时劳动力提供住宿 [2] - 一些酒店经营者还为中端市场商务和个人旅客提供工作室、一卧室套房等住宿服务 [2] 行业趋势 - 经济不确定性抑制需求:通胀、高利率和消费者信心软化抑制了可自由支配支出,休闲需求从疫情后高点降温,企业差旅预算保持谨慎 [3] - 劳动力成本压力显著:工资上涨和激励措施下,酒店仍在客房清洁、餐饮服务和前台运营方面面临招聘和保留员工困难,高劳动力成本侵蚀利润,人员不足影响服务质量 [4] - 关键业绩指标下滑:截至11月15日当周,行业入住率同比下降4.1%至60.9%,平均每日房价略降至154.41美元,每间可用客房收入同比下降4.6%至93.97美元 [5] - 数字化推动增长:行业利用移动和网络登记入住、移动钥匙技术等数字工具加强基础设施,发展在线套餐销售,增强客户体验,优化定价和销售能力以获取市场份额 [6] 行业市场表现与估值 - 行业表现落后于大盘:过去一年,行业股价下跌9.4%,同期标普500指数上涨12.3%,行业所属板块下跌17.3% [10] - 行业估值低于标普500:基于企业价值与息税折旧摊销前利润比率,行业当前交易倍数为15.59倍,低于标普500的17.94倍和板块中位数16.86倍,过去五年交易区间为13.17倍至89.02倍 [13] 重点公司表现 - 万豪国际:受益于稳健的客房增长、利润提升和持续的发展势头,全球每间可用客房收入因国际市场强劲而略有改善,公司正推进数字化转型并扩大万豪旅享家忠诚度计划 [15] 公司2025年盈利预期同比增长7.6%,股价过去一年上涨2.7% [16] - 希尔顿全球控股:受益于强劲的净单位增长、酒店转换和国际市场复苏,公司专注于扩大豪华组合和数字进步,其资本轻型模式和资本回报策略受到看好 [19] 公司2025年每股收益预期同比增长12.6%,股价过去一年上涨8.3% [20] - 精选国际酒店:受益于单位扩张、特许经营努力以及Radisson Americas品牌的整合,公司专注于战略合作伙伴关系和忠诚度计划,并计划在人工智能技术、忠诚度提升和特许经营生产率工具方面进行战略投资 [23] 公司2025年盈利预期同比增长1.6%,股价过去一年下跌40.5% [24]
Amazon to Invest $50 Billion Building Data Centers to Support U.S. Government
WSJ· 2025-11-25 00:56
The investment will enable government agencies to accelerate discovery and decision-making, the company said. ...
Upbit Considers IPO on Nasdaq Upon Completion of Merger With Naver
PYMNTS.com· 2025-11-25 00:55
South Korean cryptocurrency exchange Upbit is reportedly considering launching an initial public offering on Nasdaq once it completes a merger with South Korean internet firm Naver.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional l ...
Amcor's Underperformance Opens A Compelling Entry Point With An Attractive Yield
Seeking Alpha· 2025-11-25 00:55
研究重点与分析方法 - 研究重点集中于科技、工业和综合企业等领域的多元化业务 [1] - 分析方法结合财务数据分析与商业叙事阐述以评估公司长期潜力 [1] - 分析目标为通过深入解读公司战略和财务细节帮助市场理解 [1]
National Vision Holdings, Inc. (EYE) Analyst/Investor Day Transcript
Seeking Alpha· 2025-11-25 00:53
会议议程 - 会议议程包括演讲者介绍、15分钟休息、小组讨论、财务概述以及结束语和问答环节 [2] - 网络直播结束后将安排午餐和管理层交流环节 [2] 会议开场 - 公司对现场和线上参与者的出席表示欢迎 [1] - 会议开始前提醒与会者将手机调至静音 [1]
Kohl's names new CEO Michael Bender
Youtube· 2025-11-25 00:53
Getting a news alert this morning on Kohl's announcing some new leadership today. Our Courtney Reagan just got off the phone with the now permanent CEO Court. >> That's right, Carl.Good morning. So, Kohl's announces the third CEO in the last three years or so. Interim CEO and board member Michael Bender has been named permanent CEO.This was done after an external search, I'm told. Kohl's has struggled recently, but the street seems hopeful about its turnaround shares up here today and up 138% since Bender s ...
Allied Gold vs. B2Gold: Which Gold Mining Stock has Greater Upside?
ZACKS· 2025-11-25 00:51
Key Takeaways Allied Gold targets over 375,000 ounces in 2025, supported by stronger output at key mines.AAUC boosts efficiency with drilling, improved models, new equipment and highergrade access.BTG lifts production as Goose starts up and Fekola advances with permits and higher grades.Allied Gold Corporation (AAUC) and B2Gold Corp. (BTG) are both prominent names operating in the Zacks Mining - Gold industry. As rivals, both companies are engaged in extraction and operation of gold mines while pursuing gro ...